Altman Advisors, Inc. Top Holdings and 13F Report (2024) About Altman Advisors, Inc.Investment ActivityAltman Advisors, Inc. has $224.76 million in total holdings as of September 30, 2024.Altman Advisors, Inc. owns shares of 93 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 24.31% of the portfolio was purchased this quarter.About 5.60% of the portfolio was sold this quarter.This quarter, Altman Advisors, Inc. has purchased 69 new stocks and bought additional shares in 46 stocks.Altman Advisors, Inc. sold shares of 16 stocks and completely divested from 6 stocks this quarter.Largest Holdings FT Vest U.S. Equity Buffer ETF - November $17,875,771iShares Core MSCI Europe ETF $10,513,532Apple $7,754,306Microsoft $6,519,603Amazon.com $6,458,693 Largest New Holdings this Quarter Franklin FTSE India ETF $2,801,979 HoldingChubb $2,112,233 HoldingThe Goldman Sachs Group $2,100,984 HoldingVisa $2,067,591 HoldingGeneral Dynamics $1,962,888 Holding Largest Purchases this Quarter Broadcom 18,006 shares (about $3.11M)Franklin FTSE India ETF 66,873 shares (about $2.80M)Chubb 7,324 shares (about $2.11M)The Goldman Sachs Group 4,243 shares (about $2.10M)Visa 7,520 shares (about $2.07M) Largest Sales this Quarter Costco Wholesale 1,920 shares (about $1.70M)Exxon Mobil 8,051 shares (about $943.74K)Eaton Vance Senior Floating-Rate Trust 27,596 shares (about $351.85K)CrowdStrike 512 shares (about $143.60K)Constellation Energy 374 shares (about $97.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltman Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFNOVFT Vest U.S. Equity Buffer ETF - November$17,875,771$355,429 ▲2.0%378,9118.0%ETFIEURiShares Core MSCI Europe ETF$10,513,532$1,688,370 ▲19.1%172,5514.7%ETFAAPLApple$7,754,306$80,153 ▼-1.0%33,2803.4%Computer and TechnologyMSFTMicrosoft$6,519,603$21,946 ▲0.3%15,1512.9%Computer and TechnologyAMZNAmazon.com$6,458,693$26,272 ▲0.4%34,6632.9%Retail/WholesaleNVDANVIDIA$6,245,903$33,275 ▲0.5%51,4322.8%Computer and TechnologyXSVMInvesco S&P SmallCap Value with Momentum ETF$4,439,893$1,060,427 ▲31.4%80,7402.0%MiscellaneousGOOGLAlphabet$4,327,202$47,267 ▼-1.1%26,0911.9%Computer and TechnologyIAUiShares Gold Trust$3,973,209$35,188 ▲0.9%79,9441.8%FinanceMETAMeta Platforms$3,849,659$36,636 ▲1.0%6,7251.7%Computer and TechnologyAVGOBroadcom$3,452,963$3,106,062 ▲895.4%20,0171.5%Computer and TechnologyCEGConstellation Energy$3,378,540$97,250 ▼-2.8%12,9931.5%Oils/EnergyCBOECboe Global Markets$3,161,3490.0%15,4311.4%Financial ServicesWMTWalmart$3,109,813$735,141 ▲31.0%38,5121.4%Retail/WholesaleBRK.BBerkshire Hathaway$3,057,047$11,046 ▼-0.4%6,6421.4%FinanceABBVAbbVie$2,940,889$695,726 ▲31.0%14,8921.3%MedicalORCLOracle$2,844,762$12,780 ▼-0.4%16,6951.3%Computer and TechnologyTSLATesla$2,813,569$11,250 ▲0.4%10,7541.3%Auto/Tires/TrucksFLINFranklin FTSE India ETF$2,801,979$2,801,979 ▲New Holding66,8731.2%ETFISRGIntuitive Surgical$2,574,746$52,075 ▼-2.0%5,2411.1%MedicalTSMTaiwan Semiconductor Manufacturing$2,460,635$58,876 ▼-2.3%14,1681.1%Computer and TechnologyETNEaton$2,327,520$7,624 ▲0.3%7,0221.0%Industrial ProductsIBMInternational Business Machines$2,324,178$4,422 ▼-0.2%10,5131.0%Computer and TechnologyMMM3M$2,251,176$26,110 ▲1.2%16,4681.0%Multi-Sector ConglomeratesANETArista Networks$2,249,953$10,747 ▲0.5%5,8621.0%Computer and TechnologyXOMExxon Mobil$2,210,418$943,738 ▼-29.9%18,8571.0%Oils/EnergyNFLXNetflix$2,202,283$7,093 ▼-0.3%3,1051.0%Consumer DiscretionaryUBSUBS Group$2,119,851$20,679 ▲1.0%68,5810.9%FinanceCBChubb$2,112,233$2,112,233 ▲New Holding7,3240.9%FinanceGSThe Goldman Sachs Group$2,100,984$2,100,984 ▲New Holding4,2430.9%FinanceVVisa$2,067,591$2,067,591 ▲New Holding7,5200.9%Business ServicesMUFGMitsubishi UFJ Financial Group$2,063,126$4,805 ▲0.2%202,6650.9%FinanceICEIntercontinental Exchange$2,035,171$2,892 ▼-0.1%12,6690.9%FinanceDALDelta Air Lines$2,032,436$41,090 ▲2.1%40,0160.9%TransportationEXPEExpedia Group$1,995,902$28,716 ▲1.5%13,4840.9%Retail/WholesaleGDGeneral Dynamics$1,962,888$1,962,888 ▲New Holding6,4950.9%AerospaceTXTTextron$1,951,242$2,569 ▼-0.1%22,0280.9%AerospaceMAMastercard$1,949,074$1,949,074 ▲New Holding3,9470.9%Business ServicesWCNWaste Connections$1,946,167$9,657 ▲0.5%10,8830.9%Business ServicesPNCThe PNC Financial Services Group$1,942,013$10,351 ▲0.5%10,5060.9%FinanceCCitigroup$1,938,046$125 ▲0.0%30,9590.9%FinanceBACBank of America$1,937,087$16,229 ▲0.8%48,8180.9%FinancePRUPrudential Financial$1,936,717$15,501 ▲0.8%15,9930.9%FinanceHDHome Depot$1,928,473$1,928,473 ▲New Holding4,7590.9%Retail/WholesaleSHWSherwin-Williams$1,914,457$1,914,457 ▲New Holding5,0160.9%Basic MaterialsDELLDell Technologies$1,893,795$1,893,795 ▲New Holding15,9760.8%Computer and TechnologyJPMJPMorgan Chase & Co.$1,890,839$1,890,839 ▲New Holding8,9670.8%FinanceNVONovo Nordisk A/S$1,885,354$3,929 ▼-0.2%15,8340.8%MedicalCMCSAComcast$1,865,542$29,991 ▲1.6%44,6620.8%Consumer DiscretionaryULUnilever$1,862,120$4,417 ▲0.2%28,6660.8%Consumer StaplesMFGMizuho Financial Group$1,856,100$19,249 ▲1.0%444,0430.8%FinanceCRWDCrowdStrike$1,848,858$143,601 ▼-7.2%6,5920.8%Computer and TechnologyBUDAnheuser-Busch InBev SA/NV$1,835,636$24,660 ▲1.4%27,6910.8%Consumer StaplesORealty Income$1,828,818$21,689 ▲1.2%28,8370.8%FinanceNEENextEra Energy$1,819,435$592 ▲0.0%21,5240.8%UtilitiesCOSTCostco Wholesale$1,817,775$1,702,501 ▼-48.4%2,0500.8%Retail/WholesaleCHENIERE ENERGY INC$1,807,126$1,807,126 ▲New Holding10,0490.8%COM NEWNVSNovartis$1,800,753$10,352 ▲0.6%15,6560.8%MedicalUNHUnitedHealth Group$1,786,940$1,786,940 ▲New Holding3,0560.8%MedicalAMTAmerican Tower$1,780,462$1,780,462 ▲New Holding7,6560.8%FinanceTGTTarget$1,756,650$37,250 ▲2.2%11,2710.8%Retail/WholesaleGILDGilead Sciences$1,750,192$21,212 ▲1.2%20,8750.8%MedicalZTSZoetis$1,729,080$1,729,080 ▲New Holding8,8500.8%MedicalMSMorgan Stanley$1,728,432$26,165 ▲1.5%16,5810.8%FinanceTMOThermo Fisher Scientific$1,726,450$1,726,450 ▲New Holding2,7910.8%MedicalMCDMcDonald's$1,722,309$1,722,309 ▲New Holding5,6560.8%Retail/WholesalePBRPetróleo Brasileiro S.A. - Petrobras$1,718,217$23,416 ▲1.4%119,2380.8%Oils/EnergyEQIXEquinix$1,717,680$1,717,680 ▲New Holding1,9350.8%FinanceHUBSHubSpot$1,703,778$1,703,778 ▲New Holding3,2050.8%Computer and TechnologyEWCiShares MSCI Canada ETF$1,694,846$34,586 ▲2.1%40,8200.8%ETFDDominion Energy$1,694,132$16,413 ▲1.0%29,3150.8%UtilitiesFEFirstEnergy$1,688,769$16,853 ▲1.0%38,0780.8%UtilitiesADBEAdobe$1,684,338$1,684,338 ▲New Holding3,2530.7%Computer and TechnologyEOGEOG Resources$1,591,519$26,552 ▲1.7%12,9470.7%Oils/EnergyFLJPFranklin FTSE Japan ETF$1,588,076$35,257 ▲2.3%52,2050.7%ETFJNJJohnson & Johnson$1,573,779$1,573,779 ▲New Holding9,7110.7%MedicalSHELShell$1,552,749$23,017 ▲1.5%23,5440.7%Oils/EnergyDEDeere & Company$1,523,297$1,523,297 ▲New Holding3,6500.7%Industrial ProductsAMDAdvanced Micro Devices$1,492,964$1,492,964 ▲New Holding9,0990.7%Computer and TechnologySCCOSouthern Copper$1,460,334$46,152 ▲3.3%12,6250.6%Basic MaterialsBDXBecton, Dickinson and Company$1,435,551$1,435,551 ▲New Holding5,9540.6%MedicalLLYEli Lilly and Company$1,424,592$1,424,592 ▲New Holding1,6080.6%MedicalBPBP$1,339,192$42,565 ▲3.3%42,6630.6%Oils/EnergySPYVSPDR Portfolio S&P 500 Value ETF$1,138,816$4,705 ▲0.4%21,5440.5%ETFEFREaton Vance Senior Floating-Rate Trust$1,088,442$351,849 ▼-24.4%85,3680.5%Financial ServicesXDJAInnovator U.S. Equity Accelerated ETF - January$830,099$11,598 ▲1.4%29,7740.4%ETFEFAiShares MSCI EAFE ETF$612,004$612,004 ▲New Holding7,3180.3%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$608,697$608,697 ▲New Holding7,3390.3%ETFCSCOCisco Systems$355,510$355,510 ▲New Holding6,6800.2%Computer and TechnologyBYLDiShares Yield Optimized Bond ETF$347,353$12,148 ▲3.6%15,1550.2%ETFSMMDiShares Russell 2500 ETF$328,795$328,795 ▲New Holding4,8550.1%ETFSSOProShares Ultra S&P500$266,903$266,903 ▲New Holding2,9600.1%ETFSPYSPDR S&P 500 ETF Trust$258,402$258,402 ▲New Holding4500.1%FinanceLRCXLam Research$0$2,482,195 ▼-100.0%00.0%Computer and TechnologyHPQHP$0$1,709,042 ▼-100.0%00.0%Computer and TechnologyHDBHDFC Bank$0$1,445,957 ▼-100.0%00.0%FinanceBHPBHP Group$0$1,411,335 ▼-100.0%00.0%Basic MaterialsNKENIKE$0$1,096,343 ▼-100.0%00.0%Consumer DiscretionaryWNS HLDGS LTD$0$916,073 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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